AE Wealth Management’s State Street Blackstone High Income ETF HYBL Stock Holding History

AE Wealth Management’s Portfolio HYBL Stock Details HYBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$35.9K	Buy	1,285 +16	+1%	+$448	﹤0.01%	2154
2026 Q1	$35.3K	Sell	1,269 -9	-0.7%	-$254	﹤0.01%	2037
2025 Q4	$36.3K	Sell	1,278 -27	-2%	-$768	﹤0.01%	1910
2025 Q3	$37.4K	Sell	1,305 -353	-21%	-$10.1K	﹤0.01%	1778
2025 Q2	$47.4K	Sell	1,658 -810	-33%	-$22.7K	﹤0.01%	1615
2025 Q1	$69.4K	Sell	2,468 -4,552	-65%	-$129K	﹤0.01%	1528
2024 Q4	$199K	Buy	+7,020	New	+$200K	﹤0.01%	1276
2024 Q3	–	Sell	-88,001	Closed	-$2.49M	–	1279
2024 Q2	$2.49M	Buy	88,001 +586	+0.7%	+$16.5K	0.02%	470
2024 Q1	$2.48M	Buy	87,415 +271	+0.3%	+$7.62K	0.03%	450
2023 Q4	$2.46M	Sell	87,144 -1,611	-2%	-$44.4K	0.01%	835
2023 Q3	$2.45M	Buy	88,755 +2,021	+2%	+$55.9K	0.01%	779
2023 Q2	$2.41M	Buy	86,734 +255	+0.3%	+$7.03K	0.01%	788
2023 Q1	$2.4M	Buy	+86,479	New	+$2.39M	0.02%	735

Other funds holding HYBL

ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CWP

Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAMV

Concord Asset Management (Virginia) Abingdon, Virginia $646M AUM 25.36% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

AE Wealth Management's HYBL Position: Q2 2026 in Review

AE Wealth Management increased its State Street Blackstone High Income ETF (HYBL) stake by 1.3% in Q2 2026, buying an estimated $448 and bringing the position to 1,285 shares worth $35.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2154.

AE Wealth Management first reported a position in HYBL in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.49M in Q2 2024. 97 funds tracked by Wall St. Rank hold HYBL as of Q2 2026.

AE Wealth Management held 1,285 shares of State Street Blackstone High Income ETF worth $35.9K as of Q2 2026.
AE Wealth Management bought 16 State Street Blackstone High Income ETF shares in Q2 2026, an estimated $448.
State Street Blackstone High Income ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2154 holding.
AE Wealth Management first reported a position in State Street Blackstone High Income ETF in Q1 2023 and has held it in 13 quarters since.
AE Wealth Management's State Street Blackstone High Income ETF position peaked at $2.49M in Q2 2024.
97 funds tracked by Wall St. Rank held State Street Blackstone High Income ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.